Bellwether Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bellwether Advisors’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$321K	Sell	3,630 -359	-9%	-$32.7K	0.05%	128
2025 Q4	$357K	Sell	3,989 -680	-15%	-$60.5K	0.06%	98
2025 Q3	$412K	Buy	4,669 +291	+7%	+$24.8K	0.07%	100
2025 Q2	$365K	Buy	4,378 +965	+28%	+$75.5K	0.06%	93
2025 Q1	$261K	Sell	3,413 -56	-2%	-$4.36K	0.05%	107
2024 Q4	$266K	Buy	3,469 +710	+26%	+$55.6K	0.05%	115
2024 Q3	$218K	Buy	+2,759	New	+$210K	0.04%	115
2023 Q2	–	Sell	-2,214	Closed	-$141K	–	104
2023 Q1	$141K	Sell	2,214 -617	-22%	-$38.5K	0.04%	141
2022 Q4	$169K	Buy	2,831 +226	+9%	+$13.4K	0.05%	126
2022 Q3	$144K	Buy	2,605 +191	+8%	+$11.6K	0.05%	110
2022 Q2	$144K	Buy	2,414 +908	+60%	+$57.8K	0.05%	125
2022 Q1	$103K	Buy	+1,506	New	+$104K	0.03%	154
2021 Q2	–	Sell	-904	Closed	-$60K	–	424
2021 Q1	$60K	Buy	904 +27	+3%	+$1.78K	0.02%	161
2020 Q4	$56K	Buy	+877	New	+$53.6K	0.02%	159

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bellwether Advisors's AOA Position: Q1 2026 in Review

Bellwether Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9% in Q1 2026, selling an estimated $32.7K and leaving 3,630 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #128.

Bellwether Advisors first reported a position in AOA in Q4 2020 and has held it in 14 quarters since. The position peaked at $412K in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Bellwether Advisors held 3,630 shares of iShares Core 80/20 Aggressive Allocation ETF worth $321K as of Q1 2026.
Bellwether Advisors sold 359 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $32.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Bellwether Advisors's portfolio in Q1 2026, its #128 holding.
Bellwether Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 14 quarters since.
Bellwether Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $412K in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.